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Alex Kyprianou

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About

One of the Partners at The Private Office, Alex works from our London office and has clients in areas including Chelmsford, Luton and Woking. As a Chartered Financial Planner, his experience includes working with business owners, professionals working for large companies including global tech firms, and retirees from a variety of backgrounds.

He supports his clients by using cash flow modelling technology to help them visualise their financial futures and empower them to take control of their finances. Alex uses this holistic approach to financial planning to better inform the advice process and create a benchmark for clients to ensure they remain on track as they work towards their objectives.

Alex has experience across the spectrum of financial planning needs, including supporting clients with their investments to grow their portfolio, complex tax planning, mitigating inheritance tax and, more often than not, a combination of all the above. He supports our Financial Planning Academy, helping to train the next generation of TPO Financial Advisers and sharing his knowledge and expertise. 

In addition to his Chartered Financial planner status, Alex has gained further qualifications in areas such as complex pension transfer advice and investment management. He keeps up to date with financial planning legislation as part of his ongoing professional development. In 2023 he was named as one of the Citywire NMAs Top 35 Next Generation Advisers. As a result of the valuable support he offers his clients, Alex has also achieved VouchedFor top rated adviser status in 2021, 2022 and 2024.

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Areas Of Expertise

  • Pension transfer advice and investment management 
  • Cash flow modelling 
  • Inheritance tax planning 
  • Retirement planning

Qualifications

  • Advanced Diploma in Regulated Financial Planning 
  • Certificate in Discretionary Investment Management 
  • Certificate in Pension Transfer Advice 
  • Certificate in Securities Advice & Dealing 
  • Award in Financial Administration
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Locations covered

You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Alex works from our office in central London and has clients in areas such as:

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Vouched For UK Top rated adviser 2024
  • Chartered Financial Planner
  • Experience gained across wealth and accountancy sectors
  • Named as one of the Citywire NMA Top 35 Next Generation Advisers 2023

Alex provided me with first class advice. He was was extremely knowledgeable and trustworthy.

March 2024

We were delighted with the detailed practical knowledge that Alex clearly had concerning financial matters. We were happy with every aspect of what he prepared and recommended for our finances going forward.

December 2023

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view Alex's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can check their qualifications and credentials by visiting the Personal Finance Society.

View Alex's FCA Profile

Alex is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.

The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.

More about our accreditations

Named as one of the Citywire NMA Top 35 Next Generation Advisers 2023

Meet our expert team

Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.

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